AI-Driven Data Intake for
Financial Services

Automate client onboarding, underwriting, proposal generation, and more

Over 10 million+ workflows processed

Built for financial services

Insurance
Wealth Management

Accept & analyze quote submissions in any format, including direct broker submissions, emails, policies, loss runs, and more.

Feathery analyzes multiple policy documents and AMS records (e.g. Epic) to generate comparison reports for customers.

Collect & process prospect data and auto-fill any insurance document or web portal.

Automate the Work Behind
Every Workflow

Al Workflow Builder

Simply describe your workflow and Feathery's Al agent will build it for you: no engineering skills required.

Al Document Intelligence

Extract and structure data from unstructured inputs (PDFs, emails, etc.)


Al Document Generation

Generate proposals and client-facing documents


Trusted to power critical workflows

"Feathery gave us the ability to rapidly test and iterate on new flows, which has significantly improved our conversion rates.”

Andrew Fujii

Director, Digital Sales & Marketing, Banner Life

Explore their success story

“Feathery has been a game changer. What used to take about 16 hours just to build the initial benefit guide now takes around 30 minutes, freeing up our team to focus on more strategic work.”

Lindsay Rink

National Director, The Baldwin Group

Explore their success story

Powerful vertical integrations

Bi-directional connections with hundreds of
industry-specific platforms

View integrations

SOC 2 Type 2 Certified

Feathery is built from the ground up with security in mind. We’ve gone through the rigorous process to be SOC 2 certified. Our report is available by contacting

support@feathery.io

HIPAA Compliant

Collect sensitive healthcare data with a secure and HIPAA compliant form builder. Have questions about compliance with Feathery? Email us at

support@feathery.io

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